East Coast Asset Management, LLC has filed a restatement of its Form 13F-HR for the period ending March 31, 2021. The filing, submitted on October 30, 2026, lists 65 total equity securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds and large-cap technology and consumer staples companies. The largest holding by number of shares is Liberty Broadband Corp, with 19,254 shares. In terms of dollar value, the top positions include TransDigm Group Inc (25,116 shares), Woodward Inc (25,116 shares), and Liberty Broadband Corp (12,823 shares).
Other notable positions in the filing include significant stakes in Starbucks Corp (2,987 shares), Snowflake Inc (10,139 shares), and Visa Inc (4,173 shares). The firm also holds substantial positions in Apple Inc (6,200 shares), Microsoft Corp (3,503 shares), and Johnson & Johnson (1,353 shares).
The filing indicates that all positions are held as sole voting power, with no shared voting or dispositive rights reported for the listed securities.
